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Atlanta

Khaleid Castelle

CFA®

Strategy Advisor

3535 Piedmont Rd NE, Building 14, 5th Floor
Atlanta, GA 30305

Khaleid Castelle

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Khaleid Castelle

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Khaleid

Khaleid works with Focus Partners Wealth clients on the firm’s index-based options strategy. In his role, he serves clients by communicating strategy goals, addressing client needs, and working to help clients achieve their financial goals. 

Khaleid has nearly 10 years of experience in the investment management industry, managing accounts for high net worth families and individuals. He has also worked in the freight/rail industry, where he was responsible for conducting economic research and analysis.

Outside of the office, Khaleid enjoys spending time with his wife, Vanessa, and daughter, Lianna. He likes traveling to new cities, trying new foods, and having new experiences. He is also passionate about music production, playing sports, and single malt scotch. 

Education and Professional Milestones

-Florida International University - bachelor’s degree in finance 

-Florida International University – master’s degree in finance

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